Account Executive - Consulting Services-Wealth and Asset/investment Management Sector

NewRocket brings 20 years of advising and supporting clients in designing, implementing, and managing AI-enabled digital workflows to improve employee and customer experiences. An Elite ServiceNow Partner and ServiceNow Global Partner Award Winner, the Company has completed over 3,000 projects across nine industry specializations. NewRocket Goes Beyond Workflows™ to help clients transform their enterprise into a place where employees flourish, customers thrive, and people matter. With over 3,000 ServiceNow certifications, NewRocket's business strategists take a holistic, strategic approach to optimize the ServiceNow platform and help clients solve industry-specific challenges.

Your Career

As an Account Executive, you will drive new business in a fast-growing environment. This is an exciting time to help expand our relationships and opportunities. If you are driven, have deep connections in the ServiceNow ecosystem, and love sales – then this job is for you! Your focus will be on helping organizations accelerate their digital transformation journey by leveraging the power of ServiceNow solutions. You will accomplish this through strategic account planning, territory management, and executing field-based sales activities within a defined set of prospects. 

Your Impact:

• Create strategic business plans outlining how you will manage sales and develop business within the region, including designing innovative marketing events
• Develop relationships with key C-suite personas (e.g., CFO, CIO, COO, CDO) across a broad range of industries and product lines.
• Lead and orchestrate account strategy by mapping client relationships and leveraging a diverse virtual team (Solutions Consultants, Solutions Specialists, Customer Success resources, Partners, and Marketing).
• Act as a trusted advisor by understanding your customers' unique business challenges and advising on how ServiceNow and AI solutions can enhance their IT and business roadmaps.
• Collaborate with internal specialists and support teams to ensure the right resources are engaged at the right time to close deals effectively.
• Continuously build a healthy pipeline by identifying and qualifying opportunities in your territory.
• Perform cost-benefit analysis of existing and potential customers
• Become a front line, SME (subject matter expert), on all ServiceNow products and solutions, including attend classes, certifications and seminars related to industry, services, and products.
• Contact regular and prospective customers to understand their business needs and communicate ways in which ServiceNow solutions can help
• Monitor market conditions, product innovations, competitors' products, prices, and sales.
• Prepare sales budgets and reports, keep sales records, present to key leadership and stakeholders, including providing biweekly forecast.

Your Experience:

• Minimum 4-6 years of experience selling ServiceNow solutions, or SaaS competing product
• Existing field level relationship in the ServiceNow ecosystem preferred
• Experience and understanding of AI, Agentic workflows
• Experience in leveraging AI in your daily activities in pipeline generation and client servicing.
• Experience selling consulting, services and advisory solutions in the wealth and asset/investment management sectors.

• You are an account executive who understands the wealth and asset/investment management industry vertical, has sold into it before and can open doors to new clients.

• Demonstrated ability to generate new business, build relationships, negotiate deals, and maintain healthy C-Level relationships
• Experience leading multiple concurrent sales cycles from opportunity identification through closure.
• Proven and consistent track record of achieving or exceeding sales targets
• Successful experience evaluating, establishing and building trusted relationships with current and prospective clients
• Exceptional client relationship skills and demonstrated experience developing consultative, influential relationships with executives and other key stakeholders
• A strategic mindset with the ability to understand the "big picture" and align sales strategies with broader IT and business objectives.
• Willingness to travel to clients as needed.

Education & Certifications:

• BA/BS degree in Business Administration or technology related field preferred, or equivalent experience
• Industry certifications highly desired

We Take Care of Our People

NewRocket and NewRocket is committed to a diverse and inclusive workplace. We value and celebrate diversity, believing that every employee matters and should be respected and heard. We are proud to be an equal opportunity workplace and affirmative action employer, committed to providing employment opportunity regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin, or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, citizenship, military, or Veteran status. For individuals with disabilities who would like to request an accommodation, please contact [email protected]  To learn more, visit: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf